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|Search Results||Showing 1 - 10 of 32 results for "AdviserLogic"|
|... second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year, followed by Midwinter and Xplan. Despite fallout from the Royal Commission ...|
|... accessing super at the price point set." De Gori said the FPA has partnered with Midwinter, Financial Mappers and AdviserLogic to make the template available digitally. "We are supporting our members by helping them quickly and efficiently provide advice ...|
|... they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature a digital Statement of Advice (SoA) module, which will help streamline strategy selection, product comparison ...|
|... quarter. It comes off the back of the research firm's acquisition of Australian cloud-based adviser software firm, AdviserLogic, in November last year. Morningstar Canada chief executive and president, Scott Mackenzie, said PlanPlus Global's risk profiling ...|
|... investment horizon. Earlier this month, Monrningstar announced its acquisition of financial planning software company AdviserLogic, as it looked to expand its adviser offering .|
|The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...|
|... good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking ...|
|... showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions ...|
|AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...|
|... canvassed in the survey said netwealth is the platform of choice based on satisfaction, followed by CFS FirstChoice. AdviserLogic leads in planning software satisfaction for the third year running. Aside from the traditional face-to-face client review ...|
After BetaShares' success in attracting investors to its geared, index-shorting ETFs during COVID's market decline, another player is getting ready to throw its hat in the ring.
Australian Unity has appointed a new chief executive for its wealth and capital markets business, as it also launches a new green bond fund backed by Crestone Wealth Management.
A Monash University lecturer has pushed the case for a GST holiday, which he argues is the most effective way to generate "maximum economic bang for the government's buck".
First Nations Foundation (FNF) has launched an online resource to help Indigenous Australians find, manage, and grow their superannuation.
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